How to Send Dropbox Sign Document for Signature on Typeform Submission Using Pabbly Connect

Learn how to automate sending Dropbox Sign documents for signature upon Typeform submissions using Pabbly Connect. Step-by-step tutorial included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To send a Dropbox Sign document for signature upon Typeform submission, you’ll need to access Pabbly Connect. Start by visiting the Pabbly Connect website. If you are new, you can sign up for a free account in just a few minutes. If you already have an account, simply sign in.

Once logged in, navigate to the ‘All Apps’ page and click on ‘Access Now’ under Pabbly Connect. This will take you to the dashboard where you can create a new automation workflow. Pabbly Connect is essential for connecting Typeform with Dropbox Sign.

2. Create a New Workflow in Pabbly Connect

After accessing the Pabbly Connect dashboard, you can create a new workflow. Click on the ‘Create Workflow’ button and name it, for example, ‘Typeform to Dropbox Sign’. You can choose any name that suits your preference. using Pabbly Connect

Next, select the folder where you want to save this workflow. After clicking ‘Create’, you will see the workflow interface with two main sections: Trigger and Action. The Trigger section will listen for new submissions from Typeform, while the Action section will send the document for signature using Dropbox Sign.

• Click on the ‘Create Workflow’ button.
• Name your workflow (e.g., ‘Typeform to Dropbox Sign’).
• Select the folder for your workflow.

Now that you have created the workflow, it’s time to set up the trigger using Pabbly Connect.

3. Set the Trigger for Typeform Submissions

In this step, you will set up the trigger in Pabbly Connect to capture new submissions from Typeform. In the Trigger section, search for Typeform and select it. For the Trigger Event, choose ‘New Entry (Beta)’. Click on ‘Connect’ to establish the connection. using Pabbly Connect

When prompted, click on ‘Add New Connection’ and then click the ‘Connect with Typeform’ button. You will be directed to log into your Typeform account. Once logged in, accept the permissions to connect your Typeform account with Pabbly Connect. After connecting, select the specific form you wish to capture submissions from.

• Search for Typeform in the Trigger app.
• Select ‘New Entry (Beta)’ as the Trigger Event.
• Connect your Typeform account by clicking on the ‘Connect with Typeform’ button.

Once connected, you can save and send a test request to ensure that Pabbly Connect is receiving responses from your Typeform submissions.

4. Set Up the Action to Send Document via Dropbox Sign

Now that you’ve captured the Typeform submissions, the next step is to set up the action in Pabbly Connect to send a document for signature using Dropbox Sign. In the Action section, search for Dropbox Sign and select it. Choose ‘Send Signature Request from Template’ as the Action Event. using Pabbly Connect

Click on ‘Connect’ and then select ‘Add New Connection’. You will need to enter your Dropbox Sign API key and password. To generate the API key, log into your Dropbox Sign account, navigate to the API section, and click on ‘Generate Key’. Name your key and copy it back to Pabbly Connect.

Search for Dropbox Sign in the Action app. Select ‘Send Signature Request from Template’ as the Action Event. Enter your Dropbox Sign API key and password.

After connecting, select the template document you want to send for signature and configure other settings, including the subject line and message. Pabbly Connect will handle sending the document automatically based on Typeform submissions.

5. Test Your Automation Workflow

With everything set up, it’s time to test your automation workflow. Submit a new entry through your Typeform to see if the document is sent via Dropbox Sign correctly. Check the email inbox of the recipient to confirm receipt of the document.

If the test is successful, you will see the email with the subject line you configured, along with the document for signature. Remember, while testing, you can enable test mode in Dropbox Sign to avoid any legal binding. Once confirmed, you can switch off test mode for live operations.

Submit a new entry in Typeform. Check the recipient’s email for the document. Ensure the document is received correctly.

This confirms that your automation workflow using Pabbly Connect is functioning perfectly. Whenever a new form submission is received, the document will automatically be sent for signature, streamlining your process efficiently.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending Dropbox Sign documents for signature upon Typeform submissions. By following the steps outlined, you can easily integrate these applications and improve your workflow efficiency.